1.Monitors new entry submissions
Integrate Cognito Forms and form handling tools to capture new student form entries and pass submission fields forward.
Create intake records and contacts from student forms
Automatically monitor new student form entries across Cognito Forms. Create and update intake records and CRM contacts, then persist reporting in Zapier Tables and Google Sheetsβso you can enroll faster without manual data entry.
How this automation records enrollment intake
When new student form entries arrive, delays can disrupt enrollment follow-up. This automation formats submissions and upserts CRM contacts and then persists intake in Zapier Tables and Google Sheetsβso your team can report accurately.
Cognito Formsor swap with your favorite app
2.Formats enrollment field types
Integrate Formatter by Zapier and data transformation tools to normalize names, dates, and multi select values for intake.
Formatter by Zapieror swap with your favorite app
3.Builds participant JSON payload
Integrate Code by Zapier and JSON tools to build a participant payload that maps fields to CRM and table properties.
Code by Zapieror swap with your favorite app
4.Upserts participant in CRM
Integrate Webhooks by Zapier and CRM endpoints to search, create, or patch participant records and extract participant IDs.
Webhooks by Zapieror swap with your favorite app
5.Persists intake for reporting
Integrate Zapier Tables, then Google Sheets, to create an enrollment record and add a reporting row using intake keys.
Zapier Tablesor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Thinkific, VitallySwap with your favorite apps.
Add academy course enrollments to user account profiles
Your course purchases rarely reach customer records, leaving teams blind to enrollments. Write enrollment traits to profiles so CS and founders see activity within minutes.
- Apps: Zapier Tables, Filter by Zapier, MailerLite, GmailSwap with your favorite apps.
Add accepted applicants to onboarding list and email
Your accepted applications lack onboarding steps, leaving new members waiting for access and resources. Get them added to your onboarding list and emailed the pre-course form so they can start same day.
- Apps: Facebook Lead Ads, Formatter by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add ad form leads to shared lead sheet
Your course signup leads from social forms arrive unlogged, leaving enrollment staff without timely contact context. It logs each lead to a central backup sheet so coordinators follow up same day.
- Apps: Facebook Lead Ads, Textmagic, Filter by Zapier, Formatter by Zapier, Google Sheets, Sub-Zap by ZapierSwap with your favorite apps.
Add ad leads to enrollment tracker and notify ops
Your ad form submissions include messy phones and no campaign context, leaving enrollment staff unable to prioritize outreach. Validated rows feed coordinators same day.
- Apps: Element451, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add admitted student rows to acceptance tracker
Your admitted student records leave support teams doing manual lookups and delaying enrollment followβup. Send each admission into a central sheet so program coordinators can complete outreach same day.
- Apps: Zapier Tables, Formatter by Zapier, Sub-Zap by Zapier, TrelloSwap with your favorite apps.
Add and enroll new students to course systems
Your new-student enrollment rows often create incomplete student and contact records, delaying course access. It creates or updates records, enrolls learners, and notifies coordinators same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, SkoolSwap with your favorite apps.
Add and invite incoming signups to your course community
Your signup webhooks arrive without a member record, blocking community access and creating manual invite backlogs. Send invites automatically so learners get access and onboarding materials same day.
- Apps: LearnWorlds, Zapier TablesSwap with your favorite apps.
Add and link students from completion form submissions
Your certificate and CEU form responses arrive unlinked to enrollments, leaving student profiles incomplete and delaying credential issuance. You get linked student records and certificates for same-day credentialing.
- Apps: Zapier Tables, Synap, Delay by ZapierSwap with your favorite apps.
Add and provision users into course groups for enrollment
Your learner rows can update without provisioning, leaving course groups incomplete and coordinators scrambling. It creates or provisions learners into groups so rosters are complete within minutes.
- Apps: Kit, Filter by Zapier, Teachable, CircleSwap with your favorite apps.
Add and tag course enrollments then invite to community
Enrollments arrive untagged and lack community access, creating manual invites. Add and tag subscribers and grant community access so learners start the same day.
- Apps: Zapier Tables, Formatter by Zapier, Google Sheets, Filter by ZapierSwap with your favorite apps.
Add and update enrollment records from table trigger
Your new enrollment submissions bypass the master roster, leaving coordinators without attendee details for classes. Get rows added or updated for accurate rosters before weekly planning.
- Apps: Typeform, Filter by Zapier, AirtableSwap with your favorite apps.
Add applicant intake rows from forms to enrollment table
Your pre-application form entries arrive uncaptured, delaying admissions review. Capture entries into a central enrollment record for same-day review and outreach.
- View all
Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.